AGWRX Mutual Fund

NAV$52.17

Returns Overview

1 Month
-3.05%
3 Months
+16.43%
6 Months
+4.41%
YTD
+4.75%
1 Year
+16.19%
3 Years (annualized)
+20.54%
5 Years (annualized)
+14.41%
10 Years (annualized)
+21.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGWRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.75%
Peer Avg (YTD)
+8.97%
vs Peers
-4.22%

AGWRX Mutual Fund Performance

AGWRX performance across multiple time periods: 1-month -3.05%, YTD 4.75%, 1-year 16.19%, 3-year 20.54%, 5-year 14.41%, 10-year 21.84%.

AGWRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

AGWRX performance comparison shows side-by-side returns with another fund. AGWRX alternatives are available in the Mutual Fund Screener.